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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,036 | $76,834-12.8% | $108,359-38.1% | $87,485-23.4% |
| Participation rate | 18.8% | 61.7%-43.0pp | 70.1%-51.4pp | 68.9%-50.2pp |
| Annual return | 15.11% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,068 | $3,100-33.3% | $4,137-50.0% | $4,274-51.6% |
| Admin fee / account holder | $59 | $6,537-99.1% | $9,741-99.4% | $7,775-99.2% |